Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

UMP Healthcare (722 HK): Postcard From Hong Kong and Webinar Updates

UMP Healthcare (722 HK): Deep Value Turnaround in FY25

UMP Medical (722 HK): Slow H124, Deep Value, Execution Remains Key

UMP Healthcare (722 HK): Parsing the Announcement on The Major One-Time Gain

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/ump-healthcare-holdings-ltd" target="_blank" data-smartkarma-citation="entities:21005:1" rel="noopener">UMP Healthcare (722 HK)</a> reported a tepid FY24 owing to weak sentiment in HK. Revenues were up 3% YoY; profits were down 27% YoY ( adj profits -34% YoY). </li>
<li>The environment in HK is gradually improving, and we believe there is a steady recovery on the horizon for the company.</li>
<li>The stock trades at 7x FY25 PE and more than 58% of its market cap in net cash, with a yield trending towards 9%. </li>
</ul>



UMP Healthcare (722 HK) reported a tepid FY24 owing to weak sentiment in HK. Revenues were up 3% YoY; profits were down 27% YoY ( adj profits -34% YoY). 
The environment in HK is gradually improving, and we believe there is a steady recovery on the horizon for the company.
The stock trades at 7x FY25 PE and more than 58% of its market cap in net cash, with a yield trending towards 9%. 


UMP Healthcare (722 HK) FY24 Results and Concall: 7x FY25PE,1.2x EV-EBITDA and 9% Dividend Yield